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How do I order Organisations in a Consolidated Group?

Creating an order for your organisations in Calxa Reports

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a week ago

Once you have a Consolidated Group of organisations, you may wish the reporting order to be consistent, but not in alphabetical order as in the Group Setting.

This can be achieved by using a Business Unit Tree to add the Organisations to.

Business Unit Tree order is created by the numbering system, so you will need to add in Headers and create your order by using numbers and then allocating each of the organisations to a header, you can nest into groups if desired by creating a hierarchy of headers.

Use the report consolidation setting to reduce the clutter for example, if you are only allocating one organisation to a header, you can report as consolidated to give one line or column in your report.

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